Taskray
21 Case Studies
A Taskray Case Study
Venture Solar, a leading residential solar provider in the Northeastern United States, faced challenges scaling its operations due to disconnected systems. Before using TaskRay, its third-party task management tool lacked Salesforce integration, causing poor project visibility, dropped tasks, customer delays, and limited reporting capabilities.
By implementing TaskRay, a Salesforce-native project management solution, Venture Solar automated workflows and gained critical visibility. TaskRay enabled them to quadruple sales and installation volume without proportionally increasing headcount. Specific results include slashing utility application submission time from 12-15 minutes to 90 seconds via automation and achieving a 5x growth in customer referrals, all while accelerating revenue and improving profit margins.